Athena Investment Management’s Equifax EFX Stock Holding History

Athena Investment Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$470K	Hold	2,608	–	–	0.24%	96
2025 Q4	$566K	Buy	2,608 +60	+2%	+$13.1K	0.29%	85
2025 Q3	$654K	Sell	2,548 -34	-1%	-$8.54K	0.34%	74
2025 Q2	$670K	Sell	2,582 -8	-0.3%	-$2.04K	0.37%	68
2025 Q1	$631K	Hold	2,590	–	–	0.38%	62
2024 Q4	$660K	Hold	2,590	–	–	0.38%	64
2024 Q3	$761K	Sell	2,590 -30	-1%	-$8.46K	0.43%	57
2024 Q2	$635K	Hold	2,620	–	–	0.39%	64
2024 Q1	$701K	Sell	2,620 -6	-0.2%	-$1.53K	0.42%	61
2023 Q4	$649K	Sell	2,626 -7	-0.3%	-$1.42K	0.42%	58
2023 Q3	$482K	Hold	2,633	–	–	0.35%	66
2023 Q2	$620K	Hold	2,633	–	–	0.43%	56
2023 Q1	$534K	Hold	2,633	–	–	0.38%	58
2022 Q4	$512K	Hold	2,633	–	–	0.38%	64
2022 Q3	$451K	Buy	2,633 +125	+5%	+$24.5K	0.38%	62
2022 Q2	$458K	Buy	+2,508	New	+$502K	0.36%	64

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Athena Investment Management's EFX Position: Q1 2026 in Review

Athena Investment Management held its Equifax (EFX) position steady in Q1 2026 at 2,608 shares worth $470K. The position accounts for 0.24% of the portfolio, ranked #96.

Athena Investment Management first reported a position in EFX in Q2 2022 and has held it in 16 quarters since. The position peaked at $761K in Q3 2024. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

Athena Investment Management held 2,608 shares of Equifax worth $470K as of Q1 2026.
Athena Investment Management left its Equifax share count unchanged in Q1 2026.
Equifax made up 0.24% of Athena Investment Management's portfolio in Q1 2026, its #96 holding.
Athena Investment Management first reported a position in Equifax in Q2 2022 and has held it in 16 quarters since.
Athena Investment Management's Equifax position peaked at $761K in Q3 2024.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.